Practice Snapshot
How I Help:
Financial Planning
Who I Help:
- Families
- Small Businesses
About Me:
I am a Certified Financial Planner™ and focus my practice on the financial planning needs of families with an emphasis on risk management and retirement income planning. I also work with small businesses specializing in qualified plan implementation and succession planning.
Prior to joining Charter Oak, I served as an assistant vice president at Merrill Lynch for ten years.
Outside of the office, I am the president of the Windsor Locks Soccer Club and serve on the board of the Windsor Locks Federal Credit Union. I am an avid runner, and enjoy coaching and watching my kids play sports.
A lifelong resident of Windsor Locks, CT, I currently reside there with my wife and our two children.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
